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Woodmont Investment Counsel’s iShares Russell 1000 ETF IWB Stock Holding History

Woodmont Investment Counsel’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-71
Closed -$9K – 405
2016
Q3 		$9K Buy
+71
New +$8.53K ﹤0.01% 483
2016
Q2 		– Sell
-71
Closed -$8K – 323
2016
Q1 		$8K Hold
71
– – ﹤0.01% 433
2015
Q4 		$8K Hold
71
– – ﹤0.01% 444
2015
Q3 		$8K Hold
71
– – ﹤0.01% 440
2015
Q2 		$8K Buy
+71
New +$8.37K ﹤0.01% 445

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Woodmont Investment Counsel's IWB Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of iShares Russell 1000 ETF (IWB) in Q4 2016, closing a stake of 71 shares — an estimated $9K sold.

Woodmont Investment Counsel first reported a position in IWB in Q2 2015 and held it in 5 quarters. The position peaked at $9K in Q3 2016. 498 funds tracked by Wall St. Rank hold IWB as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining iShares Russell 1000 ETF position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 71 iShares Russell 1000 ETF shares in Q4 2016, an estimated $9K.
  • Woodmont Investment Counsel first reported a position in iShares Russell 1000 ETF in Q2 2015 and held it in 5 quarters.
  • Woodmont Investment Counsel's iShares Russell 1000 ETF position peaked at $9K in Q3 2016.
  • 498 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.